Unit of competency Outline

Date retreived
23/07/2026 11:16 PM AWST

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Establish entitlements to intestate estates

Establish entitlements to intestate estates

Unit of competency
National Code
FNSPRT311
State Code
OEB99
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
15/06/2022
View on TGA
State Implementation and Classification
Approved Date
07/12/2022
Field of Education
090907 - Family Law
Original Release Date
07/12/2022
Nominal Hours
30
Description
This unit describes the skills and knowledge required to establish entitlements to intestate estates according to organisational and intestate legislative requirements.The unit applies to individuals who work as administrators in the personal trustee sector and determine entitlement to an intestate estate, including intestate succession, identifying next of kin and proving family entitlements.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Confirm estate administration in intestacy
  • 1.1 Confirm deceased died intestate according to organisational and legislative requirements
  • 1.2 Obtain relevant evidence and affidavits that support application for administration in intestacy
  • 1.3 Prepare and advertise notice of intention to apply for letters of administration, as required
2. Determine intestate succession
  • 2.1 Undertake genealogical research relating to estate and establish family tree
  • 2.2 Analyse and confirm identity and rights of next of kin with verifiable documentary evidence
  • 2.3 Trace, identify and locate all beneficiaries according to organisational and legislative requirements
  • 2.4 Prepare and approve schedule of beneficiaries and their entitlements
No information
No information
Replaces
State Code National Code Title Type
AUX04 FNSPRT301 Establish entitlements to an intestate estate Unit of competency